Bank Hapoalim BM’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bank Hapoalim BM’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-94,500	Closed	-$7.35M	–	129
2024 Q4	$7.35M	Hold	94,500	–	–	1.19%	33
2024 Q3	$7.42M	Hold	94,500	–	–	1.12%	30
2024 Q2	$6.88M	Sell	94,500 -94,500	-50%	-$6.72M	0.97%	35
2024 Q1	$13.6M	Buy	+189,000	New	+$13M	1.77%	18

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Bank Hapoalim BM's DLN Position: Q1 2025 in Review

Bank Hapoalim BM sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2025, closing a stake of 94,500 shares — an estimated $7.35M sold.

Bank Hapoalim BM first reported a position in DLN in Q1 2024 and held it in 4 quarters. The position peaked at $13.6M in Q1 2024. 418 funds tracked by Wall St. Rank hold DLN as of Q1 2025.

Bank Hapoalim BM reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
Bank Hapoalim BM sold 94,500 WisdomTree US LargeCap Dividend Fund shares in Q1 2025, an estimated $7.35M.
Bank Hapoalim BM first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and held it in 4 quarters.
Bank Hapoalim BM's WisdomTree US LargeCap Dividend Fund position peaked at $13.6M in Q1 2024.
418 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2025.

Based on Bank Hapoalim BM's 13F filing for Q1 2025, filed 30 Apr 2025.